||EPS - Basic
||Market Cap (m)
|Pharmaceuticals & Biotechnology
Venn Life Share Discussion Threads
Showing 1151 to 1173 of 1175 messages
|I see yump seems to have a penchant for lossmaking shares
His defence of DEMG is a bit of a puzzle V common sense as in this case|
|So says the person that ramped Alltracel in 2006.
You're not credible. Shame on you for continued posting.|
|Alltracel went from 89p at IPO to less then 14p when management then decided to sell it. Venn has now gone from 30p at IPO to less then 18p. Anyone else see the pattern? Shareholders will be left with the losses again while the same old management will disappear with the salaries and free options at shareholders expense yet again. What's is they say? Fool me once then shame on you but fool me twice and its shame on me!|
|For the record, Hybridan updated post-results with a particularly uninformative note. Their forecasts for this year are "under review", so we await to see what results.
There's no mention of the Integumen IPO, or any specifics on why the 0.4m euro EBITDA from continuing operations was below forecasts.
They point out that the shares are trading at just 0.65 of revenues. Which is indeed pretty cheap. And that cost savings being implemented from Q1'17 should improve profitability, in addition to the strong start to 2017.|
|Well I hope it goes the way of IDEA quite soon, by producing some meaningful profit. Then the acquisitions will be viewed as positive contributions, not just revenue jumps. IDEA were making profits from their business model at quite low revenue levels though. I guess that's the key bit of evidence missing here so far... can the model make profits, because with this project based service its not clear how scale leads to efficiencies.
fwiw my collection of worries doesn't include the current profit stuff. I've got:
- the relative lack of detail in reporting and updating
- the lumping of costs all together with no explanation of the how or why of allocation. So its nigh on impossible to make any judgement as to what happens to profits as revenue rises, as the overhead is unknown.
- the possibility that the model might not be profitable
That last one is of course just a small company risk. I think I'm waiting for the next lot of results to make a judgement.|
|This is not a high tech stock that multiplies overnight with a few apps and online sales. It is a steady as she grows service industry that relies upon trust from their service clients. These clients take time as they are required to be certain that the service is up to the task as millions of their dollars and future risk of litigation is in the hands of those companies in clinical trials that they have to trust.
These take time and build into a steady flow of business, each building on the previous results until VENN are indispensable to their clients for each new drug in their pipeline.
So that is why my money is on a rapidly growing company built on trust by their pharmaceutical industry clients. Once they get to critical mass, they will be able to acquired larger and larger acquisitions that are positive to the profits and lead to the high valuation in our shares. Not a scientist. Just an observation and one industry that is easily researched.|
|Plenty of good healthy debate here, makes a change for an ADVFN thread|
|One has to look at the evidence.
This company clearly should have issued a profit warning since earlier forecasts have clearly not been meet. Instead the situation was left without any announcement in January.
They decided to try to paint a picture as rosy as they could in the recent trading update prior to yesterdays results, but the update was light on the facts.
All they have achieved with their actions is to illustrate that we as investors cannot trust them now. Their forecasts and their statements are without any credit.
I would never encourage anyone to hold shares here.|
king kong dong
|Bit oversold imo|
|LBO, you made your point. I fully agree that applies to companies who are not growing, not raising funds for growth and are not making the most of AIM to buy companies for growth. VENN appear to be the opposite growth story to BIOM.
BIOM management has consistently sold off assets and squandered the cash while not participating in buying a single share or giving up a bonus with each of the last 8 years of shareholder losses.
Comparing the two companies allows me an objective perspective of seeing one company growing my pension fund and the other ripe for AIM Regulation to act. My money is on VENN.|
|I get your point and appreciate you making us aware of managements previous form.
One obvious question. If they were seen to be doing something wrong in Alltracel, why would they be allowed to run another listed company like VENN and get the IPO of Integumen away by the FCA?|
|I'm not going to be so polite.
LBO posted this rampy thread:
at a time when the Alltracel share price had already tanked from float.
I say rampy, because the header is full of everything except financials.
So I don't value your posts here, because they quite simply do not add up to a disappointed investor and certainly not to an investor who has an objective hat on.
What would be useful is if you could point us in the exact direction of the apparent wrongdoings of the management, so we can make our own minds up.
'This lot are a load of dodgy dealers' doesn't really cut it.
Especially given the detail of your Alltracel 2006 thread.
It looks to me as if Alltracel turned LBO into a permanent bear, judging by other posts.|
|You can invest in a great business with average management and lose all your money or invest in an average business with great management and make money. The problem in Venn like Alltracel is the management who want to profit at shareholders expense no wonder they say the definition of stupidity is repeating the same thing over and over and expecting a different outcome.|
|LBO it happens to us all in small cap. Just look at BIOM. That pain is ongoing for 8 years. Thankfully a stop loss in place limited my downside.
I acknowledge and respect your right to vocalise your disappointment with your investment choices. However, your repeated comments relating to your bad experience in an apparent historical investment decision, without positive or critical commentary to the underlying share in question, (i.e. VENN) does not benefit those of us who do contribute and have done so for decades in multiple companies.|
|Alltracel went from 89p at IPO to 14p and everyone lost out except management who paid themselves with shareholders money until they then sold out themselves. Venn will be no different.|
|LeoMes, there is also the issue of many larger investment funds unable or unwilling to buy into companies below a certain market cap. A bit of chicken and egg here. If they continue to keep growing by acquisition at the same rate, I suspect that this will provide the support longer term. So far here I see a growth story with a large workforce, getting on with their business.|
|I think the Integumen part has gone because its R&D and they are concentrating on the commercial side of the business, or commercial acquisitions, which makes sense.
From what I can make out, Alltracel had an R&D / explorative focus, so perhaps that's a bad memory which has focussed their attention on the more tangible service industry.|
|Well confusion appears to be the key word with VENN I would say.
Venn said that they wanted to offload Integumen because they thought it better if the company was completely focused on it´s core business or something like that.
Fair enough, but in today´s statement they mention that they would be on the look out for further aquisitions!
It´s true that the market cap here is frankly peanuts, and it therefore has failed to impress many serious investors therefore.|
|Out of curiosity...
Did you just get carried away and then unfortunately lose out?
17 Dec '06 - 18:52 - 1139 of 1151
Viking6 why do you bother following Alltracel if you are so negative? Why not just sell out and move on?
As to a route to market, they have a few. They have links with Devro, Coca Cola and the company is already in discussion with a number of partners, including functional food makers and pharmaceutical firms, to produce a food or nutraceutical containing the compound.|
|Why would anyone expect anything different with the same old names popping up. You would think it would be hard to beat the Alltracel share performance. 89p to less then 14p from IPO to when management then decided to sell out. The only people who made money on that were the management who paid themselves handsome salaries and options every year. Suspect the same will happen with Venn.|
|Still a good company with excellent management. Early stage rapid growth usually comes at a cost so no surprise there. Almost a third of 2016 total sales, which were significantly higher than 2015, already taken and the proceeds of the Integumen float to be had. The new business model working well and more to come.
Short termism gone mad. Top up time methinks.|